Expert Tips to Help You Choose a Sales CRM Software

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Nidhi Raghuvanshi

Senior editor

Parul Saxena

Chief editor

Last updated: September 30, 2021

Ask any salesperson, and they will tell you how vital CRM is. 

CRM (or Customer Relationship Management) is a must-have tool for any business — from small companies to enterprise-level organizations. The most important rule — your CRM should fully align with managing your complete sales process. Otherwise, it can break off the whole business chain.

Your first choice will be to search through the internet, look out for reviews, and go through business forums. But you will literally find hundreds of CRM solutions out there. So, how do you make the right choice?

Looking for CRM Software? Check out SoftwareSuggest’s list of the best CRM Software solutions.

Choosing the right sales CRM software that meets your business requirements can be quite a challenge. However, these expert tips on how to select a sales CRM software for your business can help.

So, are you ready? Let’s begin.

How to Select a Sales CRM Software

1. Identify Your Business Needs

Your business requirements will drive your choice. Start by asking yourself questions like what challenges you are facing currently, and the processes you would like to automate. 

You will need to picture your sales process far into the future so that your CRM fits even when your business grows. 

However, there are a few basic features that every CRM software is an important element for sales that has to build a foundation for your process. 

  • Pipeline management to give you a quick visualization of your sales funnel. It will provide a clear insight into how your leads are progressing from one stage to another. 
  • You should be able to collect and store all your customer-related information in one place. Besides, it should allow you to search through your contacts using filters. 
  • The software should give you a detailed report on the progress of your sales department and how they are performing. 

Besides the above basic features, different types of organizations have different requirements. For instance, nonprofits and NGOs will need sales CRM features that include managing fundraising events, tracking memberships and volunteers, etc. Whereas, an eCommerce CRM will be benefited more from marketing and sales automation that provides help desk management, quotes management, email marketing, and more. 

2. Hear Your Sales Team Opinion

As the sales director, the final decision of choosing a sales CRM will rest with you. 

However, it’s wise to get your salespeople involved. Consult with them on the features that they need to perform their tasks more efficiently. In fact, you should also discuss with other areas of your organization, such as marketing, customer service, and more before you make your final choice. 

Their inputs on processes that need improvements and other pain-points will help you get the best signs you need in CRM software. With more information in hand, you will be able to make the right choice. Plus, when your team will get to experience the new CRM themselves, they will be a little quicker in adopting the latest technology. After all, it will help fill the gaps in their sales processes. 

So always remember, it’s too easy to make a decision based on what you think your team wants. But not involving your team will only cause trouble in the future as the business starts to expand. 

3. Read Reviews and Get Expert Advice

Reading reviews can help you make a smarter choice. However, it should be impartial if you want to test its credibility. But, how do you know that those reviews aren’t fake? 

The internet is full of fake reviews that can mislead any consumers. So, you should always be sure of your sources before you read the reviews. Look out for trusted media outlets and websites that provide unbiased reviews.

These reviews will give you a brief idea about the vendors with the best customer service and other essential features. You will get a better insight into how other customers are using those tools and how it is helping them solve their problems. 

The next thing to do is taking advice from the experts in that field. There are a few consultant companies that have experts to offer solutions to your problems. These experts assess all aspects of your business needs, financial budget, and other resources to help you reach a decision. 

They focus on your needs rather than having a hard-sell attitude. With some research, you can easily find the name of top producers of the product in the market. 

4. Talk to the Vendor or Software Company

You must be thinking why. The vendor is as important as the software itself because you will be relying on them for customer support. 

Even after you have purchased the software, you will require their help as long as you are using the software. 

Another reason is that they will help you better understand how their tool fits with your needs. So when you talk to them, you must ask a few questions that will help you decide. Ask them about any issues you found while doing your research, their average results, the industry they serve, and more. 

Besides, the software company should be able to provide product training through in-house seminars on how to use the product. Check whether the vendor offers resources such as product documentation, how-to’s, tutorials, answers to FAQs, and guides.

5. Take the Free Trial

The final stage for choosing a sales CRM software involves trying the software yourself before buying. Most of the leading CRM vendors offer a free trial of their software. In fact, some of them even give you a one-on-one demonstration of their product. 

This free trial is an opportunity for you to decide how you feel about the software. You can test whether the software has an intuitive interface as it claims to be. The best part is that you don’t have to pay a single penny to see if the software matches your needs and expectations. 

If you like it, you can always pay the vendor and get it fully implemented. And in case you didn’t, you can always try out the next software from your list. 

Final Words

To conclude, I would like to say — the best CRM is the one that works for your company. Choosing a sales CRM software may indeed seem like a lot of work. But trust me, once you have the right CRM tool with you, you will notice how it makes a positive difference for your business.

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Passionate Digital Marketer & Software Analyst. I recognize the importance of interactive engagement in today’s world and works towards building a steady flow of relevant, user-oriented content to obtain high-rank placement in search engine results.

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